| 7/25/2025 | Wealth Architects LLC | 221,720 | $5.95M | 0.6% | +9.8% | 0.232% | |
| 7/25/2025 | Ruedi Wealth Management Inc. | 133,536 | $3.58M | 1.1% | +5.9% | 0.140% | |
| 7/25/2025 | Index Fund Advisors Inc. | 778,024 | $20.87M | 1.2% | +8.9% | 0.813% | |
| 7/25/2025 | McNamara Financial Services Inc. | 48,706 | $1.31M | 0.3% | -4.8% | 0.051% | |
| 7/25/2025 | LRI Investments LLC | 141,374 | $3.79M | 0.3% | -3.9% | 0.148% | |
| 7/25/2025 | Hemington Wealth Management | 174,938 | $4.69M | 0.7% | +15.0% | 0.183% | |
| 7/24/2025 | VanderPol Investments L.L.C. | 9,891 | $265K | 0.6% | +4.9% | 0.010% | |
| 7/24/2025 | Blue Trust Inc. | 37,015 | $993K | 0.0% | +5.2% | 0.039% | |
| 7/24/2025 | Cyndeo Wealth Partners LLC | 18,499 | $496K | 0.0% | +3.0% | 0.019% | |
| 7/24/2025 | Vantage Point Financial LLC | 39,548 | $1.06M | 0.5% | +5.8% | 0.041% | |
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| 7/24/2025 | Wealth Advisors Northwest LLC | 66,134 | $1.77M | 0.9% | +35.1% | 0.069% | |
| 7/23/2025 | Quarry Hill Advisors LLC | 36,978 | $992K | 0.6% | +7.0% | 0.039% | |
| 7/23/2025 | Abel Hall LLC | 44,935 | $1.21M | 0.6% | -2.9% | 0.047% | |
| 7/23/2025 | REAP Financial Group LLC | 224,548 | $6.03M | 1.4% | -0.8% | 0.235% | |
| 7/23/2025 | Wealth Management Nebraska | 420,127 | $11.21M | 1.6% | +7.6% | 0.439% | |
| 7/22/2025 | AWM Capital LLC | 256,262 | $6.88M | 0.7% | +93.8% | 0.268% | |
| 7/22/2025 | Simplicity Wealth LLC | 20,990 | $563K | 0.0% | -21.2% | 0.022% | |
| 7/22/2025 | Sutton Place Investors LLC | 27,044 | $726K | 0.4% | +17.0% | 0.028% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 68,537 | $1.84M | 0.0% | +2.1% | 0.072% | |
| 7/22/2025 | Firethorn Wealth Partners LLC | 24,648 | $661K | 0.3% | +3.8% | 0.026% | |
| 7/22/2025 | Bay Harbor Wealth Management LLC | 28,336 | $760K | 0.2% | +5.4% | 0.030% | |
| 7/22/2025 | Silvia Mccoll Wealth Management LLC | 60,147 | $1.61M | 1.2% | -4.8% | 0.063% | |
| 7/21/2025 | Keb Asset Management LLC | 56,749 | $1.52M | 0.4% | +25.2% | 0.059% | |
| 7/21/2025 | Creative Capital Management Investments LLC | 675,804 | $18.13M | 6.5% | +4.1% | 0.706% | |
| 7/21/2025 | Abacus Planning Group Inc. | 14,647 | $393K | 0.0% | +36.6% | 0.015% | |
| 7/18/2025 | Meritas Wealth Management LLC | 61,287 | $1.64M | 0.9% | +0.9% | 0.064% | |
| 7/18/2025 | Client 1ST Advisory Group LLC | 26,375 | $708K | 0.3% | -20.4% | 0.028% | |
| 7/18/2025 | Bridge Generations Wealth Management LLC | 373,911 | $10.03M | 6.1% | -2.6% | 0.392% | |
| 7/17/2025 | LifeGuide Financial Advisors LLC | 2,184,381 | $58.61M | 21.6% | +4.3% | 2.298% | |
| 7/17/2025 | DiNuzzo Private Wealth Inc. | 1,648,809 | $44.24M | 5.3% | +1.8% | 1.735% | |
| 7/17/2025 | Mattern Wealth Management LLC | 97,206 | $2.61M | 0.5% | +135.0% | 0.102% | |
| 7/17/2025 | Poinciana Advisors Group LLC | 60,264 | $1.62M | 1.5% | +9.6% | 0.063% | |
| 7/17/2025 | Dopkins Wealth Management LLC | 8,329 | $223K | 0.1% | N/A | 0.009% | |
| 7/17/2025 | Northwest Wealth Management LLC | 90,439 | $2.43M | 0.4% | +11.0% | 0.095% | |
| 7/17/2025 | Summit Financial Strategies Inc. | 831,157 | $22.30M | 2.1% | +2.9% | 0.874% | |
| 7/17/2025 | Claris Advisors LLC MO | 75,368 | $2.02M | 0.7% | +17.4% | 0.079% | |
| 7/17/2025 | Elser Financial Planning Inc | 426,112 | $11.36M | 0.7% | N/A | 0.448% | |
| 7/17/2025 | Heritage Investment Group Inc. | 39,865 | $1.07M | 0.2% | +25.1% | 0.042% | |
| 7/17/2025 | Porter White Investment Advisors Inc. | 98,228 | $2.64M | 1.2% | +13.9% | 0.103% | |
| 7/17/2025 | Willow Creek Wealth Management Inc. | 560,736 | $15.05M | 1.4% | +12.0% | 0.590% | |
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| 7/17/2025 | XY Planning Network Inc. | 189,126 | $5.07M | 1.7% | -5.1% | 0.199% | |
| 7/17/2025 | SC&H Financial Advisors Inc. | 63,610 | $1.71M | 0.3% | +18.8% | 0.067% | |
| 7/17/2025 | Sage Rhino Capital LLC | 80,118 | $2.15M | 0.5% | +9.2% | 0.084% | |
| 7/16/2025 | Jentner Corp | 466,538 | $12.52M | 3.4% | +1.3% | 0.491% | |
| 7/16/2025 | Squire Investment Management Company LLC | 11,475 | $308K | 0.1% | +8.0% | 0.012% | |
| 7/16/2025 | TRU Independence Asset Management 2 LLC | 34,334 | $921K | 0.6% | +29.3% | 0.036% | |
| 7/16/2025 | Vestia Personal Wealth Advisors | 61,811 | $1.66M | 1.1% | +17.4% | 0.065% | |
| 7/16/2025 | Five Oceans Advisors | 11,149 | $299K | 0.1% | +7.2% | 0.012% | |
| 7/16/2025 | TCI Wealth Advisors Inc. | 1,934,020 | $51.89M | 3.6% | +19.4% | 2.035% | |
| 7/16/2025 | Leading Edge Financial Planning LLC | 14,662 | $393K | 0.1% | +3.8% | 0.015% | |
| 7/15/2025 | Level Financial Advisors | 426,776 | $11.45M | 3.6% | +3.7% | 0.449% | |
| 7/15/2025 | Total Wealth Planning LLC | 569,962 | $15.29M | 1.9% | +6.2% | 0.600% | |
| 7/15/2025 | Evanson Asset Management LLC | 352,445 | $9.46M | 0.6% | +5.7% | 0.371% | |
| 7/15/2025 | Kraft Asset Management LLC | 12,489 | $335K | 0.3% | -43.2% | 0.013% | |
| 7/15/2025 | Maseco LLP | 1,352,858 | $36.29M | 1.4% | N/A | 1.423% | |
| 7/15/2025 | SJS Investment Consulting Inc. | 236,145 | $6.34M | 1.0% | +17.4% | 0.248% | |
| 7/14/2025 | AdvisorNet Financial Inc | 189,695 | $5.09M | 0.3% | +2.8% | 0.200% | |
| 7/14/2025 | KFG Wealth Management LLC | 48,631 | $1.31M | 0.2% | +3.0% | 0.051% | |
| 7/14/2025 | U.S. Capital Wealth Advisors LLC | 12,411 | $333K | 0.0% | +25.6% | 0.013% | |
| 7/14/2025 | Parkshore Wealth Management Inc. | 311,070 | $8.35M | 4.1% | +36.1% | 0.328% | |
| 7/14/2025 | Abacus Wealth Partners LLC | 24,037 | $645K | 0.1% | -19.5% | 0.025% | |
| 7/14/2025 | Capstone Wealth Management LLC | 15,001 | $402K | 0.4% | +47.7% | 0.016% | |
| 7/14/2025 | Park Avenue Securities LLC | 25,220 | $677K | 0.0% | N/A | 0.027% | |
| 7/14/2025 | Shearwater Capital LLC | 19,908 | $534K | 0.3% | +37.3% | 0.021% | |
| 7/11/2025 | Quantum Financial Advisors LLC | 683,332 | $18.33M | 2.5% | -7.7% | 0.722% | |
| 7/11/2025 | Sprinkle Financial Consultants LLC | 339,941 | $9.12M | 5.6% | +0.9% | 0.359% | |
| 7/11/2025 | Colorado Capital Management Inc. | 135,864 | $3.65M | 1.6% | +5.2% | 0.144% | |
| 7/11/2025 | Physician Wealth Solutions Inc. | 57,734 | $1.55M | 0.7% | +23.1% | 0.061% | |
| 7/11/2025 | Farther Finance Advisors LLC | 80,263 | $2.15M | 0.0% | -16.5% | 0.085% | |
| 7/11/2025 | Great Waters Wealth Management | 664,599 | $17.83M | 2.3% | +1.2% | 0.703% | |
| 7/11/2025 | Rockwood Wealth Management LLC | 535,070 | $14.36M | 1.3% | +188.6% | 0.566% | |
| 7/10/2025 | Waypoint Wealth Partners Inc. | 133,930 | $3.59M | 0.9% | -1.6% | 0.142% | |
| 7/10/2025 | Wealth Enhancement Advisory Services LLC | 195,474 | $5.29M | 0.0% | -1.6% | 0.207% | |
| 7/9/2025 | Seaside Wealth Management Inc. | 25,366 | $681K | 0.2% | -5.1% | 0.027% | |
| 7/9/2025 | Krilogy Financial LLC | 95,690 | $2.57M | 0.1% | +5.3% | 0.101% | |
| 7/9/2025 | Market Street Wealth Management Advisors LLC | 49,715 | $1.33M | 0.2% | -1.3% | 0.053% | |
| 7/8/2025 | Henrickson Nauta Wealth Advisors Inc. | 119,612 | $3.21M | 1.1% | +17.2% | 0.126% | |
| 7/8/2025 | Apella Capital LLC | 258,996 | $6.95M | 0.2% | +5.9% | 0.274% | |
| 7/8/2025 | Peirce Capital Management LLC | 241,324 | $6.48M | 2.9% | -9.3% | 0.255% | |
| 7/7/2025 | New Capital Management LP | 174,110 | $4.67M | 1.3% | -16.6% | 0.184% | |
| 7/7/2025 | Shotwell Rutter Baer Inc | 171,249 | $4.63M | 3.1% | +2.1% | 0.181% | |
| 7/3/2025 | Lam Group Inc. | 145,515 | $3.90M | 2.6% | -19.5% | 0.155% | |
| 7/3/2025 | Trust Co of the South | 93,968 | $2.52M | 0.4% | +25.0% | 0.100% | |
| 5/30/2025 | Porter White Investment Advisors Inc. | 86,209 | $2.26M | 1.1% | N/A | 0.095% | |
| 5/29/2025 | Parkshore Wealth Management Inc. | 228,545 | $6.00M | 3.5% | +15.9% | 0.251% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 42,684 | $1.12M | 0.0% | +4.6% | 0.047% | |
| 5/20/2025 | Focus Partners Wealth | 3,234,387 | $84.94M | 0.2% | +5.4% | 3.550% | |
| 5/20/2025 | Integrity Alliance LLC. | 118,432 | $3.11M | 0.1% | N/A | 0.130% | |
| 5/19/2025 | Jane Street Group LLC | 479,008 | $12.58M | 0.0% | -56.8% | 0.526% | |
| 5/19/2025 | Client 1ST Advisory Group LLC | 33,131 | $870K | 0.3% | -19.8% | 0.036% | |
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| 5/16/2025 | HFM Investment Advisors LLC | 152,966 | $4.02M | 1.2% | N/A | 0.170% | |
| 5/16/2025 | NewEdge Advisors LLC | 114,851 | $3.02M | 0.0% | -25.9% | 0.128% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 32,601 | $856K | 0.0% | +7.5% | 0.036% | |
| 5/16/2025 | Investmark Advisory Group LLC | 13,553 | $356K | 0.2% | -7.0% | 0.015% | |
| 5/16/2025 | Jentner Corp | 460,762 | $12.10M | 3.6% | +7.3% | 0.513% | |
| 5/16/2025 | AQR Capital Management LLC | 22,327 | $586K | 0.0% | +9.8% | 0.025% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 1,169,039 | $30.70M | 0.5% | +9.8% | 1.301% | |
| 5/15/2025 | Betterment LLC | 91,693 | $2.41M | 0.0% | +11.7% | 0.102% | |
| 5/15/2025 | OLD Mission Capital LLC | 64,204 | $1.69M | 0.0% | -13.0% | 0.071% | |
| 5/14/2025 | BWM Planning LLC | 27,087 | $711K | 0.3% | -16.1% | 0.030% | |
